A complete list of active advisors currently associated with Scherer Financial Advisory Services, LLC

Warmer can help you find a great advisor at Scherer Financial Advisory Services, LLC or one who fits your needs even better.

Scherer Financial Advisory Services provides portfolio management, limited financial planning, general consulting, and occasional educational workshops to individual and high‑net‑worth clients. The firm manages roughly $158 million across its client relationships and offers both discretionary and non‑discretionary account arrangements. The firm develops individual Investment Profiles and applies a modern portfolio theory framework to set asset allocation, risk tolerance, and monitoring practices. Implementation options include long‑term trading, use of options strategies (including covered and uncovered positions), allocations to mutual funds, ETFs, REITs, annuities and IPO participation, as well as the selection of third‑party advisers when appropriate. Scherer discloses several features that differentiate it from many peers: certain representatives are independently licensed insurance agents who may earn commissions on insurance products, the firm has an affiliation with an accounting practice through one of its principals, and it operates an IPO Access Program that sources offerings through Raymond James, its primary custodian. The brochure also notes that clients are generally required to use Raymond James for execution and that the firm may receive fee‑sharing from selected third‑party managers, disclosures the firm documents to address potential conflicts of interest.

To learn more about the advisors currently working at Scherer Financial Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.